TCI Wealth Advisors’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-714
| Closed | -$11K | – | 2687 |
|
|
2021
Q2 | $11K | Buy |
714
+201
| +39% | +$2.94K | ﹤0.01% | 936 |
|
|
2021
Q1 | $7K | Hold |
513
| – | – | ﹤0.01% | 1107 |
|
|
2020
Q4 | $4K | Hold |
513
| – | – | ﹤0.01% | 1047 |
|
|
2020
Q3 | $3K | Buy |
+513
| New | +$3.06K | ﹤0.01% | 1055 |
|
|
2020
Q1 | – | Sell |
-62
| Closed | -$1K | – | 1857 |
|
|
2019
Q4 | $1K | Hold |
62
| – | – | ﹤0.01% | 1496 |
|
|
2019
Q3 | $1K | Sell |
62
-146
| -70% | -$1.64K | ﹤0.01% | 1452 |
|
|
2019
Q2 | $3K | Buy |
208
+140
| +206% | +$1.57K | ﹤0.01% | 952 |
|
|
2019
Q1 | $1K | Hold |
68
| – | – | ﹤0.01% | 1365 |
|
|
2018
Q4 | $1K | Hold |
68
| – | – | ﹤0.01% | 1379 |
|
|
2018
Q3 | $1K | Hold |
68
| – | – | ﹤0.01% | 1409 |
|
|
2018
Q2 | $1K | Hold |
68
| – | – | ﹤0.01% | 1443 |
|
|
2018
Q1 | $1K | Hold |
68
| – | – | ﹤0.01% | 1290 |
|
|
2017
Q4 | $1K | Hold |
68
| – | – | ﹤0.01% | 1318 |
|
|
2017
Q3 | $1K | Hold |
68
| – | – | ﹤0.01% | 1254 |
|
|
2017
Q2 | $1K | Hold |
68
| – | – | ﹤0.01% | 1275 |
|
|
2017
Q1 | $1K | Hold |
68
| – | – | ﹤0.01% | 1221 |
|
|
2016
Q4 | $1K | Hold |
68
| – | – | ﹤0.01% | 1289 |
|
|
2016
Q3 | $1K | Hold |
68
| – | – | ﹤0.01% | 1276 |
|
|
2016
Q2 | $1K | Buy |
68
+6
| +10% | +$72 | ﹤0.01% | 1208 |
|
|
2016
Q1 | $1K | Buy |
+62
| New | +$655 | ﹤0.01% | 1212 |
|
|
2014
Q1 | – | Sell |
-25
| Closed | -$1K | – | 923 |
|
|
2013
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 820 |
|
|
2013
Q3 | $0 | Buy |
+25
| New | +$274 | ﹤0.01% | 848 |
|
Other funds holding BPFH
TCI Wealth Advisors's BPFH Position: Q3 2021 in Review
TCI Wealth Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 714 shares — an estimated $11K sold.
TCI Wealth Advisors first reported a position in BPFH in Q3 2013 and held it in 22 quarters. The position peaked at $11K in Q2 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.
- TCI Wealth Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
- TCI Wealth Advisors sold 714 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $11K.
- TCI Wealth Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q3 2013 and held it in 22 quarters.
- TCI Wealth Advisors's Boston Private Financial Holdings, Inc. position peaked at $11K in Q2 2021.
- 1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.
Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.